Wesmark Tactical Opportunity Fund Quote

WMKTX Fund  USD 11.84  0.08  0.68%   

Performance

Insignificant

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
Wesmark Tactical is trading at 11.84 as of the 24th of March 2025; that is 0.68 percent increase since the beginning of the trading day. The fund's open price was 11.76. Wesmark Tactical has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 24th of December 2024 and ending today, the 24th of March 2025. Click here to learn more.
The fund pursues its investment objective by utilizing a tactical allocation strategy. Wesmark Tactical is traded on NASDAQ Exchange in the United States. More on Wesmark Tactical Opportunity

Moving together with Wesmark Mutual Fund

  0.75WMBLX Wesmark BalancedPairCorr

Wesmark Mutual Fund Highlights

Fund ConcentrationWesMark Funds, Large Funds, Tactical Allocation Funds, Tactical Allocation, WesMark (View all Sectors)
Update Date31st of March 2025
Expense Ratio Date1st of March 2023
Fiscal Year EndDecember
Wesmark Tactical Opportunity [WMKTX] is traded in USA and was established 24th of March 2025. Wesmark Tactical is listed under WesMark category by Fama And French industry classification. The fund is listed under Tactical Allocation category and is part of WesMark family. This fund at this time has accumulated 42.2 M in net assets with minimum initial investment of 1 K. Wesmark Tactical Opp is currently producing year-to-date (YTD) return of 1.76% with the current yeild of 0.01%, while the total return for the last 3 years was 2.37%.
Check Wesmark Tactical Probability Of Bankruptcy

Instrument Allocation

Top Wesmark Tactical Opportunity Mutual Fund Constituents

EEMiShares MSCI EmergingEtfDiversified Emerging Mkts
VCSHVanguard Short Term CorporateEtfShort-Term Bond
VEUVanguard FTSE All WorldEtfForeign Large Blend
VTIPVanguard Short Term Inflation ProtectedEtfShort-Term Inflation-Protected Bond
GLDSPDR Gold SharesEtfCommodities Focused
IEFiShares 7 10 YearEtfLong Government
XLPConsumer Staples SelectEtfConsumer Defensive
QUALiShares MSCI USAEtfLarge Blend
More Details

Wesmark Tactical Opp Risk Profiles

Wesmark Tactical Against Markets

Other Information on Investing in Wesmark Mutual Fund

Wesmark Tactical financial ratios help investors to determine whether Wesmark Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Wesmark with respect to the benefits of owning Wesmark Tactical security.
Portfolio Holdings
Check your current holdings and cash postion to detemine if your portfolio needs rebalancing
Funds Screener
Find actively-traded funds from around the world traded on over 30 global exchanges
Performance Analysis
Check effects of mean-variance optimization against your current asset allocation
Transaction History
View history of all your transactions and understand their impact on performance